SU - REGISTRATION REVIEW COMPLETE
registration review complete
on 21 Dec 2024
Last Applicant/ Owned by
3000 SCHWAB WAY
WESTLAKE
TX
76262
Serial Number
88840665 filed on 19th Mar 2020
Registration Number
N/A
Correspondent Address
Louise Arnott
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
AMERITRADE
Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, and financial risk modeling software; providing online non-downloadable software to view financial information, investment strategy, and investment allocation; providing online non-downloadable software f Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, and financial risk modeling software; providing online non-downloadable software to view financial information, investment strategy, and investment allocation; providing online non-downloadable software for enabling order execution in connection with trading options and other financial instruments; providing online non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online non-downloadable interactive financial planning software; providing online non downloadable software application for use in database management, transmitting electronic messages, and creating spreadsheets; providing a website featuring technology that enables financial investment advisors to customize the presentation of their clients' individual account information and enables financial investment advisors' clients to view personalized financial investment and account information; providing a web hosting platform featuring technology for digital file and data transaction services
First Use Date in General
16th Oct 2023
First Use Date in Commerce
16th Oct 2023
Class [041]
Education and Entertainment Services
Providing educational services to individuals and professional financial advisors, namely, conducting seminars, classes, and workshops in the fields of finance, financial planning, wealth management, retirement planning, and investment; providing news and commentary in the field of current events relating to financial information, investing, and investment products; entertainment services, namely, providing podcasts in the fields of finance, financial information, financial management, investment, and trading; providing online publications in the nature of magazines, newsletters and reports in the field of financial and investment advice and information
First Use Date in General
16th Oct 2023
First Use Date in Commerce
16th Oct 2023
Class [036]
Insurance & Financial Services
Providing financial information and analysis about financial planning, investment, portfolio management, trading options, analytics, order management, risk modeling, securities, and futures; investment management services; mutual fund investment services; providing an online computer database in the fields of finance, financial portfolio management, financial planning, trading, analytics, order management, risk modeling, securities, futures, and financial alternative plans; securities brokerage services; commodity brokerage; financial investment brokerage services; online discount securities brokerage services; management of a capital investment fund; financial services for financial investment advisors, namely, online financial portfolio management; financial consulting services, namely, advising professional financial advisors about financial portfolio management, wealth management, investment management, and financial planning; financial planning for retirement; individual retirement account services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance; financial asset management; cash management services; stock broking services; stocks and bonds brokerage; stock exchange information services; providing stock market information; providing information in the field of financial stock, equity markets, and data concerning stock exchanges; financial investment analysis and stock research; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing information, analysis, news and commentary about investment products, namely, securities and futures; online financial advisory services in the nature of automated financial robo-advisory services; end-point investor services, namely, capital investment and investment of funds; investment consultation services in the area of investment risk assessment; financial services, namely, administration of donor-advised funds; cryptocurrency and digital currency trading services; financial consultation in the field of cryptocurrency, virtual currency, and digital currency; financial brokerage services for cryptocurrency, virtual currency, and digital currency trading
First Use Date in General
16th Oct 2023
First Use Date in Commerce
16th Oct 2023
Mark Details
Serial Number
No 88840665
Mark Type
No Service Mark
Attorney Docket Number
No 888852-0009
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 21st Dec 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 21st Dec 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 25th Nov 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 25th Nov 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 21st Nov 2024 | ASSIGNED TO LIE |
| 22nd Sep 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 24th Jul 2024 | NON-FINAL ACTION E-MAILED |
| 24th Jul 2024 | SU - NON-FINAL ACTION - WRITTEN |
| 24th Jul 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 11th Jun 2024 | STATEMENT OF USE PROCESSING COMPLETE |